Cristina Spatacian is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2015 to 2018 and from 2024 to the present, and has been affiliated with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Susan Love is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2017, she worked at RBC Capital Markets Corporation for nine years. Outside of her advisory role, she is involved in making and selling craft items and patterns through various online platforms and local craft fairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with clients responsible for plan implementation and updates.

Jonathan Hart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fisher Investments since 2015. In addition to his advisory role, he works as a consultant for Guidepoint Global on private healthcare and healthcare exchanges. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

P Herron is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

Yuang Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Boston. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, tax minimization, and serving women and wealth clients. Xia holds a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Bilingual in English, Mandarin, and Yue (Cantonese), she combines access to Merrill’s investment insights with the banking and lending solutions of Bank of America. Outside of her professional work, Xia volunteers with community organizations and enjoys boating, cooking, hiking, traveling, and yoga.

Vicente Contreras is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, U.S. Bank, and Summit County Colorado Government. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Timothy Dicker is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he teaches scuba diving and instructs new students in Open Water Scuba courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The service leverages proprietary research and tools, with implementation directed by clients or their advisors within a defined investment framework.

Jing Jin is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Wells Fargo, Jing worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, Jing is involved with Zen Massage Therapy LLC and AT Home Care Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Isaiah Sound is a Series 66-credentialed financial advisor with Ameriprise Financial Services LLC in Vancouver, WA. He has one year of industry experience and has previously worked at EF Capital and with the Arizona Cardinals. He has also been involved with the Boys & Girls Club of Whatcom County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Aevry Napoleon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has previously worked at Edward Jones and JPMorgan Chase Bank, N.A., among other roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Mcvey is a financial advisor at Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and its affiliates since 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment approach.

David Mckinney is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2016, including four years at Ameriprise Financial Services, Inc. and six years at Ameriprise Financial Services, LLC. Outside of advisory work, he is involved with FWMG, LLC as a paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Reynaldo Deguzman is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2008 and is also involved with ACN, Inc. Outside of his advisory work, Deguzman serves as a board member of the Golden Eagle Lions Club, a civic organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutions through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program platforms and manager selections.

Eric Moja is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. The firm serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. Fisher Investments utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies in its portfolio construction.

Allen Akizuki is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Akizuki also owns rental property in Vancouver, Washington. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Manuel Miranda Martinez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His current role began in 2025 with Wells Fargo Bank, N.A. and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, offering both brokerage and advisory solutions.

Brian Smith is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Todd Swan is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Danielle Royster is a Series 65 licensed financial advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Bruce Thompson is a financial advisor with LPL Financial in Camas, WA, holding a Series 66 designation and over 53 years of industry experience. He has been with LPL Financial since 2006. Thompson is also the sole owner of Bruce S Thompson & Associates, LLC, an insurance agency through which he sells fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by various model portfolios, research, and technology tools.